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Name Holding Trade Value Shares
Change
Change in
Stake
FISPB
526
Fideuram - Intesa Sanpaolo Private Banking
$21K – – –
ANBT
527
American National Bank & Trust
Texas
$20.5K – – –
ATC
528
Adirondack Trust Company
New York
$19.2K – – –
TFGT
529
TS Financial Group (TSFG)
Illinois
$19K +$18.2K +904 +6,027%
MAM
530
Marquette Asset Management
Minnesota
$18.5K – – –
AW
531
Avion Wealth
Texas
$17K +$603 +30 +4%
TPCW
532
TD Private Client Wealth
New York
$16.9K +$2.73K +136 +20%
C
533
Covestor
United Kingdom
$16K -$56.8K -2,826 -78%
A
534
Allianz
Germany
$15.6K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$14.5K – – –
FFO
536
Fortitude Family Office
Arizona
$13.5K +$12K +596 +1,355%
W
537
WealthCollab
Washington
$13.2K -$12.9K -641 -51%
HPBT
538
Hickory Point Bank & Trust
Illinois
$12.6K – – –
IA
539
IFG Advisory
Georgia
$12.4K +$11.9K +592 New
NEWAS
540
N.E.W. Advisory Services
Wisconsin
$12.2K -$5.53K -275 -32%
CFO
541
CVA Family Office
Colorado
$11.9K -$3.19K -159 -22%
OCWP
542
Owl Creek Wealth Partners
Colorado
$11.9K +$5.42K +270 +92%
WA
543
WPG Advisers
Maryland
$11.8K -$19.8K -986 -64%
WSFS
544
Wilmington Savings Fund Society
Delaware
$11.1K – – –
MCM
545
Manchester Capital Management
Vermont
$10.8K +$2.91K +145 +39%
NOI
546
Newton One Investments
Delaware
$10.5K – – –
BC
547
Barrett & Company
Rhode Island
$10.5K +$10K +500 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$10.4K – – –
SWM
549
SHP Wealth Management
Massachusetts
$9.8K +$342 +17 +4%
CMA
550
Cedar Mountain Advisors
Oregon
$9.44K – – –